In a world of low growth, macro economic uncertainty and high equity market valuations we consider that at present the number of investment opportunities, even for a global equity investor are incredibly scarce. We do however see pockets of value, with the IT sector being one example. Show More
At a tech conference recently, we heard from technologists and CEO’s of emerging ASX-listed companies on the edge of developing trends. Hearing them present on the changing landscape is fascinating but also has a way of making one feel uneasy with how new trends could affect investment markets. Two of... Show More
Whilst QMG data continues to improve, albeit at a gradual rate, Japan remains one of our preferred markets globally.... Average volume growth across our coverage universe is now +2% yoy (was +1% in January and dipped to zero growth in April - has now recovered strongly and we are on... Show More
